Kelly has 12 years of experience in the investment banking industry as an administrative assistant/receptionist with several firms between New York and Los Angeles. She entered the industry as a manager in the support services division at Morgan Stanley and Banc of America Securities while living in New York, then segued into the administrative/receptionist position after returning to Los Angeles and working for UBS Investment Bank until 2011. After a hiatus from the corporate realm, she joined the RVW team in September of 2015.
In addition to her full-time position at RVW Wealth, Kelly is a Flamenco and Latin dance teacher and performer in the Los Angeles area. She also enjoys traveling, attending plays and concerts, horseback riding, visiting museums and studying history, philosophy and religion.